DM
DM

David Meagher

7 Years of Experience
Davis, CA

David Meagher is a registered investment advisor at Flyway Advisors, based in Davis, CA, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.85%
$1.0M - $5.0M0.65%
$5M+0.45%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

129 C Street, Ste 3, Davis, CA, 95616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David operates his LPL business under the DBA Bradford Capital Group, starting in 2023. This activity is investment-related.

Employment History
Current Registrations
Flyway Advisors
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLC
September 2023 - October 2023 · 1 mo
LPL Financial LLCBroker
September 2023 - October 2023 · 1 mo
Securities America Advisors, INC.
February 2023 - September 2023 · 7 mos
Securities America, INC.Broker
February 2023 - September 2023 · 7 mos
Logictrader LLC
January 2007 - December 2010 · 3 yrs 11 mos
State Registrations2 states
CAID
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.